family-office-software
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The $120 Billion Spreadsheet Problem Canopy Wants to Retire
The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.
Wayne Osborne
Wayne Osborne is the co-founder and CEO of Way2B1, a San Francisco-based software company building an integrated operating platform for families and family offices. He spent roughly 25 years working inside the family office world, including running the office of a high-net-worth family in the San Francisco Bay Area, before turning those firsthand frustrations into a product. Way2B1 unifies people, services, documents, and approval workflows behind bank-level security so family offices can make faster, more confident decisions. Osborne, who holds a Master of Divinity from Princeton Theological Seminary, also serves on the board of the San Francisco Child Abuse Prevention Center.
Way2B1
Way2B1 is a San Francisco-based SaaS company that builds a secure, cloud-based collaboration platform for family offices, wealth managers, and the ultra-high-net-worth families they serve. Positioned as a 'digital chief of staff,' the platform centralizes secure messaging, document management, asset tracking, approvals, signatures, and decision history into one command center, with an integrated AI assistant to automate routine tasks. Founded in 2015 by family-office veteran Wayne Osborne and former Palantir engineer Casey Ketterling, the company raised a $5.5M Series A in 2017 and helps offices coordinate complex lives with greater clarity, security, and auditability.
Eton Solutions
Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.